Continuity

Overview

As a financial services intermediary, our greatest assets are knowledge and data.

Data

Data is protected with level five RAID, backed up daily on magnetic and optical media and stored both on-site and off-site.

Knowledge Base

Systems are documented, staff are cross-trained and specialists are contracted to provide support when necessary.

Financial Risk

Health spending account deposits are held in a segregated trust fund and $1 million insurance is in place for fraudulent acts.

$5 million insurance protects clients in the event of errors or omissions.

Performance Risk

Contracts have 30-day termination clauses to give clients the freedom to change consultants, brokers, supplies or administrators.

Suppliers